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Business broker and M&A advisory firmSell-side
Capstone Wealth Management
Based in Billings, MT
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Capstone Wealth Management
Capstone Wealth Management is a M&A and transaction advisory firm based in Billings, MT.
Named principal
Nicole Chakos
Profile details
Details for Capstone Wealth Management
- Representation
- Sell-side
- Firm type
- Business broker and M&A advisory firm
- Based in
- Billings, MT
- Engagement coverage
- Billings, MT
- Industry focus
- Technology and software
Office locations
Headquarters and public offices
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Headquarters
Billings, MT
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
capstoneretire.com · checked September 2026